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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,126 | $102,385+106.2% | $147,080+43.5% | $80,935+160.9% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 16.17% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $2,677 | $3,717-28.0% | $4,933-45.7% | $2,757-2.9% |
| Participant deferral / active EE | $5,207 | $6,651-21.7% | $8,066-35.4% | $4,299+21.1% |
| Admin fee / account holder | $16,638 | $7,951+109.2% | $12,989+28.1% | $6,924+140.3% |